401k Plan data: NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST plan

NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST 401k Plan overview

Plan Name	NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST
Plan identification number	003

NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NORTH, BERMAN AND BEEBE, LIMITED has sponsored the creation of one or more 401k plans.

Company Name: NORTH, BERMAN AND BEEBE, LIMITED

Employer identification number (EIN): 522035844

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-02-01 WENDY BERMAN JENSEN 2022-06-16 WENDY BERMAN JENSEN 2022-06-16
003 2020-02-01
003 2019-02-01 WENDY BERMAN JENSEN 2020-11-06 WENDY BERMAN JENSEN 2020-11-06
003 2018-02-01
003 2017-02-01
003 2016-02-01
003 2015-02-01
003 2014-02-01
003 2013-02-01
003 2012-02-01 ELIZABETH NORTH 2013-11-08
003 2011-02-01 ELIZABETH NORTH 2012-11-09
003 2010-02-01 ELIZABETH NORTH 2011-10-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-02-01	WENDY BERMAN JENSEN	2022-06-16	WENDY BERMAN JENSEN	2022-06-16
003	2020-02-01
003	2019-02-01	WENDY BERMAN JENSEN	2020-11-06	WENDY BERMAN JENSEN	2020-11-06
003	2018-02-01
003	2017-02-01
003	2016-02-01
003	2015-02-01
003	2014-02-01
003	2013-02-01
003	2012-02-01	ELIZABETH NORTH	2013-11-08
003	2011-02-01	ELIZABETH NORTH	2012-11-09
003	2010-02-01	ELIZABETH NORTH	2011-10-27

Plan Statistics for NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST

401k plan membership statisitcs for NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST

Measure Date Value
2021: NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-11-30 2,220,379
Acturial value of plan assets 2021-11-30 2,220,379
Funding target for retired participants and beneficiaries receiving payment 2021-11-30 0
Number of terminated vested participants 2021-11-30 0
Fundng target for terminated vested participants 2021-11-30 0
Active participant vested funding target 2021-11-30 1,671,974
Number of active participants 2021-11-30 7
Total funding liabilities for active participants 2021-11-30 1,671,974
Total participant count 2021-11-30 7
Total funding target for all participants 2021-11-30 1,671,974
Balance at beginning of prior year after applicable adjustments 2021-11-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-11-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-11-30 0
Prefunding balanced used to offset prior years funding requirement 2021-11-30 0
Amount remaining of carryover balance 2021-11-30 0
Amount remaining of prefunding balance 2021-11-30 0
Present value of excess contributions 2021-11-30 131,213
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-11-30 138,417
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-11-30 0
Reductions in caryover balances due to elections or deemed elections 2021-11-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-11-30 0
Balance of carryovers at beginning of current year 2021-11-30 0
Balance of prefunding at beginning of current year 2021-11-30 0
Total employer contributions 2021-11-30 1,600
Total employee contributions 2021-11-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-11-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-11-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-11-30 1,539
Unpaid minimum required contributions for all prior years 2021-11-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-11-30 0
Remaining amount of unpaid minimum required contributions 2021-11-30 0
Minimum required contributions for current year target normal cost 2021-11-30 0
Net shortfall amortization installment of oustanding balance 2021-11-30 0
Waiver amortization installment 2021-11-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-11-30 0
Carryover balance elected to use to offset funding requirement 2021-11-30 0
Prefunding balance elected to use to offset funding requirement 2021-11-30 0
Additional cash requirement 2021-11-30 0
Contributions allocatedtoward minimum required contributions for current year 2021-11-30 1,539
Unpaid minimum required contributions for current year 2021-11-30 0
Unpaid minimum required contributions for all years 2021-11-30 0
Market value of plan assets 2021-01-31 1,991,758
Acturial value of plan assets 2021-01-31 1,991,758
Funding target for retired participants and beneficiaries receiving payment 2021-01-31 168,577
Number of terminated vested participants 2021-01-31 0
Fundng target for terminated vested participants 2021-01-31 0
Active participant vested funding target 2021-01-31 1,211,708
Number of active participants 2021-01-31 7
Total funding liabilities for active participants 2021-01-31 1,211,708
Total participant count 2021-01-31 8
Total funding target for all participants 2021-01-31 1,380,285
Balance at beginning of prior year after applicable adjustments 2021-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-01-31 0
Amount remaining of carryover balance 2021-01-31 0
Amount remaining of prefunding balance 2021-01-31 0
Present value of excess contributions 2021-01-31 167,616
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-01-31 176,533
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-01-31 0
Reductions in caryover balances due to elections or deemed elections 2021-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-01-31 0
Balance of carryovers at beginning of current year 2021-01-31 0
Balance of prefunding at beginning of current year 2021-01-31 0
Total employer contributions 2021-01-31 140,000
Total employee contributions 2021-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-01-31 131,213
Unpaid minimum required contributions for all prior years 2021-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-01-31 0
Remaining amount of unpaid minimum required contributions 2021-01-31 0
Minimum required contributions for current year target normal cost 2021-01-31 442,877
Net shortfall amortization installment of oustanding balance 2021-01-31 0
Waiver amortization installment 2021-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-01-31 0
Carryover balance elected to use to offset funding requirement 2021-01-31 0
Prefunding balance elected to use to offset funding requirement 2021-01-31 0
Additional cash requirement 2021-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-01-31 131,213
Unpaid minimum required contributions for current year 2021-01-31 0
Unpaid minimum required contributions for all years 2021-01-31 0
2020: NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-01-31 1,657,620
Acturial value of plan assets 2020-01-31 1,657,620
Funding target for retired participants and beneficiaries receiving payment 2020-01-31 0
Number of terminated vested participants 2020-01-31 0
Fundng target for terminated vested participants 2020-01-31 0
Active participant vested funding target 2020-01-31 1,303,984
Number of active participants 2020-01-31 8
Total funding liabilities for active participants 2020-01-31 1,303,984
Total participant count 2020-01-31 8
Total funding target for all participants 2020-01-31 1,303,984
Balance at beginning of prior year after applicable adjustments 2020-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-01-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-01-31 0
Prefunding balanced used to offset prior years funding requirement 2020-01-31 0
Amount remaining of carryover balance 2020-01-31 0
Amount remaining of prefunding balance 2020-01-31 0
Present value of excess contributions 2020-01-31 151,516
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-01-31 159,743
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-01-31 0
Reductions in caryover balances due to elections or deemed elections 2020-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-01-31 0
Balance of carryovers at beginning of current year 2020-01-31 0
Balance of prefunding at beginning of current year 2020-01-31 0
Total employer contributions 2020-01-31 181,022
Total employee contributions 2020-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-01-31 167,616
Unpaid minimum required contributions for all prior years 2020-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-01-31 0
Remaining amount of unpaid minimum required contributions 2020-01-31 0
Minimum required contributions for current year target normal cost 2020-01-31 137,969
Net shortfall amortization installment of oustanding balance 2020-01-31 0
Waiver amortization installment 2020-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-01-31 0
Additional cash requirement 2020-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-01-31 167,616
Unpaid minimum required contributions for current year 2020-01-31 0
Unpaid minimum required contributions for all years 2020-01-31 0
2019: NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-01-31 1,532,615
Acturial value of plan assets 2019-01-31 1,532,615
Funding target for retired participants and beneficiaries receiving payment 2019-01-31 0
Number of terminated vested participants 2019-01-31 0
Fundng target for terminated vested participants 2019-01-31 0
Active participant vested funding target 2019-01-31 806,880
Number of active participants 2019-01-31 8
Total funding liabilities for active participants 2019-01-31 806,880
Total participant count 2019-01-31 8
Total funding target for all participants 2019-01-31 806,880
Balance at beginning of prior year after applicable adjustments 2019-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-01-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-01-31 0
Prefunding balanced used to offset prior years funding requirement 2019-01-31 0
Amount remaining of carryover balance 2019-01-31 0
Amount remaining of prefunding balance 2019-01-31 0
Present value of excess contributions 2019-01-31 58,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-01-31 62,182
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-01-31 0
Reductions in caryover balances due to elections or deemed elections 2019-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-01-31 0
Balance of carryovers at beginning of current year 2019-01-31 0
Balance of prefunding at beginning of current year 2019-01-31 0
Total employer contributions 2019-01-31 165,793
Total employee contributions 2019-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-01-31 151,516
Unpaid minimum required contributions for all prior years 2019-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-01-31 0
Remaining amount of unpaid minimum required contributions 2019-01-31 0
Minimum required contributions for current year target normal cost 2019-01-31 381,413
Net shortfall amortization installment of oustanding balance 2019-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-01-31 0
Additional cash requirement 2019-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-01-31 151,516
Unpaid minimum required contributions for current year 2019-01-31 0
Unpaid minimum required contributions for all years 2019-01-31 0
2018: NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-01-31 1,217,563
Acturial value of plan assets 2018-01-31 1,217,563
Funding target for retired participants and beneficiaries receiving payment 2018-01-31 0
Number of terminated vested participants 2018-01-31 0
Fundng target for terminated vested participants 2018-01-31 0
Active participant vested funding target 2018-01-31 1,694,236
Number of active participants 2018-01-31 8
Total funding liabilities for active participants 2018-01-31 1,694,236
Total participant count 2018-01-31 8
Total funding target for all participants 2018-01-31 1,694,236
Balance at beginning of prior year after applicable adjustments 2018-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-01-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-01-31 0
Prefunding balanced used to offset prior years funding requirement 2018-01-31 0
Amount remaining of carryover balance 2018-01-31 0
Amount remaining of prefunding balance 2018-01-31 0
Present value of excess contributions 2018-01-31 108,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-01-31 114,676
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-01-31 0
Reductions in caryover balances due to elections or deemed elections 2018-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-01-31 0
Balance of carryovers at beginning of current year 2018-01-31 0
Balance of prefunding at beginning of current year 2018-01-31 0
Total employer contributions 2018-01-31 187,000
Total employee contributions 2018-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-01-31 170,289
Unpaid minimum required contributions for all prior years 2018-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-01-31 0
Remaining amount of unpaid minimum required contributions 2018-01-31 0
Minimum required contributions for current year target normal cost 2018-01-31 33,174
Net shortfall amortization installment of oustanding balance 2018-01-31 476,673
Total funding amount beforereflecting carryover/prefunding balances 2018-01-31 111,449
Additional cash requirement 2018-01-31 111,449
Contributions allocatedtoward minimum required contributions for current year 2018-01-31 170,289
Unpaid minimum required contributions for current year 2018-01-31 0
Unpaid minimum required contributions for all years 2018-01-31 0
2017: NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-01-31 1,145,163
Acturial value of plan assets 2017-01-31 1,145,163
Funding target for retired participants and beneficiaries receiving payment 2017-01-31 0
Number of terminated vested participants 2017-01-31 2
Fundng target for terminated vested participants 2017-01-31 0
Active participant vested funding target 2017-01-31 1,124,510
Number of active participants 2017-01-31 9
Total funding liabilities for active participants 2017-01-31 1,124,510
Total participant count 2017-01-31 11
Total funding target for all participants 2017-01-31 1,124,510
Balance at beginning of prior year after applicable adjustments 2017-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-01-31 0
Amount remaining of carryover balance 2017-01-31 0
Amount remaining of prefunding balance 2017-01-31 0
Present value of excess contributions 2017-01-31 225,297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-01-31 239,468
Balance of carryovers at beginning of current year 2017-01-31 0
Balance of prefunding at beginning of current year 2017-01-31 0
Total employer contributions 2017-01-31 120,000
Total employee contributions 2017-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-01-31 108,124
Unpaid minimum required contributions for all prior years 2017-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-01-31 0
Remaining amount of unpaid minimum required contributions 2017-01-31 0
Minimum required contributions for current year target normal cost 2017-01-31 0
Net shortfall amortization installment of oustanding balance 2017-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-01-31 0
Additional cash requirement 2017-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-01-31 108,124
Unpaid minimum required contributions for current year 2017-01-31 0
Unpaid minimum required contributions for all years 2017-01-31 0

Measure	Date	Value
2021: NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-11-30	2,220,379
Acturial value of plan assets	2021-11-30	2,220,379
Funding target for retired participants and beneficiaries receiving payment	2021-11-30	0
Number of terminated vested participants	2021-11-30	0
Fundng target for terminated vested participants	2021-11-30	0
Active participant vested funding target	2021-11-30	1,671,974
Number of active participants	2021-11-30	7
Total funding liabilities for active participants	2021-11-30	1,671,974
Total participant count	2021-11-30	7
Total funding target for all participants	2021-11-30	1,671,974
Balance at beginning of prior year after applicable adjustments	2021-11-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-11-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-11-30	0
Prefunding balanced used to offset prior years funding requirement	2021-11-30	0
Amount remaining of carryover balance	2021-11-30	0
Amount remaining of prefunding balance	2021-11-30	0
Present value of excess contributions	2021-11-30	131,213
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-11-30	138,417
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-11-30	0
Reductions in caryover balances due to elections or deemed elections	2021-11-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-11-30	0
Balance of carryovers at beginning of current year	2021-11-30	0
Balance of prefunding at beginning of current year	2021-11-30	0
Total employer contributions	2021-11-30	1,600
Total employee contributions	2021-11-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-11-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-11-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-11-30	1,539
Unpaid minimum required contributions for all prior years	2021-11-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-11-30	0
Remaining amount of unpaid minimum required contributions	2021-11-30	0
Minimum required contributions for current year target normal cost	2021-11-30	0
Net shortfall amortization installment of oustanding balance	2021-11-30	0
Waiver amortization installment	2021-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-11-30	0
Carryover balance elected to use to offset funding requirement	2021-11-30	0
Prefunding balance elected to use to offset funding requirement	2021-11-30	0
Additional cash requirement	2021-11-30	0
Contributions allocatedtoward minimum required contributions for current year	2021-11-30	1,539
Unpaid minimum required contributions for current year	2021-11-30	0
Unpaid minimum required contributions for all years	2021-11-30	0
Market value of plan assets	2021-01-31	1,991,758
Acturial value of plan assets	2021-01-31	1,991,758
Funding target for retired participants and beneficiaries receiving payment	2021-01-31	168,577
Number of terminated vested participants	2021-01-31	0
Fundng target for terminated vested participants	2021-01-31	0
Active participant vested funding target	2021-01-31	1,211,708
Number of active participants	2021-01-31	7
Total funding liabilities for active participants	2021-01-31	1,211,708
Total participant count	2021-01-31	8
Total funding target for all participants	2021-01-31	1,380,285
Balance at beginning of prior year after applicable adjustments	2021-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-01-31	0
Amount remaining of carryover balance	2021-01-31	0
Amount remaining of prefunding balance	2021-01-31	0
Present value of excess contributions	2021-01-31	167,616
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-01-31	176,533
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-01-31	0
Reductions in caryover balances due to elections or deemed elections	2021-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-01-31	0
Balance of carryovers at beginning of current year	2021-01-31	0
Balance of prefunding at beginning of current year	2021-01-31	0
Total employer contributions	2021-01-31	140,000
Total employee contributions	2021-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-01-31	131,213
Unpaid minimum required contributions for all prior years	2021-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-01-31	0
Remaining amount of unpaid minimum required contributions	2021-01-31	0
Minimum required contributions for current year target normal cost	2021-01-31	442,877
Net shortfall amortization installment of oustanding balance	2021-01-31	0
Waiver amortization installment	2021-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-01-31	0
Carryover balance elected to use to offset funding requirement	2021-01-31	0
Prefunding balance elected to use to offset funding requirement	2021-01-31	0
Additional cash requirement	2021-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-01-31	131,213
Unpaid minimum required contributions for current year	2021-01-31	0
Unpaid minimum required contributions for all years	2021-01-31	0
2020: NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-01-31	1,657,620
Acturial value of plan assets	2020-01-31	1,657,620
Funding target for retired participants and beneficiaries receiving payment	2020-01-31	0
Number of terminated vested participants	2020-01-31	0
Fundng target for terminated vested participants	2020-01-31	0
Active participant vested funding target	2020-01-31	1,303,984
Number of active participants	2020-01-31	8
Total funding liabilities for active participants	2020-01-31	1,303,984
Total participant count	2020-01-31	8
Total funding target for all participants	2020-01-31	1,303,984
Balance at beginning of prior year after applicable adjustments	2020-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-01-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-01-31	0
Prefunding balanced used to offset prior years funding requirement	2020-01-31	0
Amount remaining of carryover balance	2020-01-31	0
Amount remaining of prefunding balance	2020-01-31	0
Present value of excess contributions	2020-01-31	151,516
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-01-31	159,743
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-01-31	0
Reductions in caryover balances due to elections or deemed elections	2020-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-01-31	0
Balance of carryovers at beginning of current year	2020-01-31	0
Balance of prefunding at beginning of current year	2020-01-31	0
Total employer contributions	2020-01-31	181,022
Total employee contributions	2020-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-01-31	167,616
Unpaid minimum required contributions for all prior years	2020-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-01-31	0
Remaining amount of unpaid minimum required contributions	2020-01-31	0
Minimum required contributions for current year target normal cost	2020-01-31	137,969
Net shortfall amortization installment of oustanding balance	2020-01-31	0
Waiver amortization installment	2020-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-01-31	0
Additional cash requirement	2020-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-01-31	167,616
Unpaid minimum required contributions for current year	2020-01-31	0
Unpaid minimum required contributions for all years	2020-01-31	0
2019: NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-01-31	1,532,615
Acturial value of plan assets	2019-01-31	1,532,615
Funding target for retired participants and beneficiaries receiving payment	2019-01-31	0
Number of terminated vested participants	2019-01-31	0
Fundng target for terminated vested participants	2019-01-31	0
Active participant vested funding target	2019-01-31	806,880
Number of active participants	2019-01-31	8
Total funding liabilities for active participants	2019-01-31	806,880
Total participant count	2019-01-31	8
Total funding target for all participants	2019-01-31	806,880
Balance at beginning of prior year after applicable adjustments	2019-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-01-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-01-31	0
Prefunding balanced used to offset prior years funding requirement	2019-01-31	0
Amount remaining of carryover balance	2019-01-31	0
Amount remaining of prefunding balance	2019-01-31	0
Present value of excess contributions	2019-01-31	58,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-01-31	62,182
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-01-31	0
Reductions in caryover balances due to elections or deemed elections	2019-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-01-31	0
Balance of carryovers at beginning of current year	2019-01-31	0
Balance of prefunding at beginning of current year	2019-01-31	0
Total employer contributions	2019-01-31	165,793
Total employee contributions	2019-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-01-31	151,516
Unpaid minimum required contributions for all prior years	2019-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-01-31	0
Remaining amount of unpaid minimum required contributions	2019-01-31	0
Minimum required contributions for current year target normal cost	2019-01-31	381,413
Net shortfall amortization installment of oustanding balance	2019-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-01-31	0
Additional cash requirement	2019-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-01-31	151,516
Unpaid minimum required contributions for current year	2019-01-31	0
Unpaid minimum required contributions for all years	2019-01-31	0
2018: NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-01-31	1,217,563
Acturial value of plan assets	2018-01-31	1,217,563
Funding target for retired participants and beneficiaries receiving payment	2018-01-31	0
Number of terminated vested participants	2018-01-31	0
Fundng target for terminated vested participants	2018-01-31	0
Active participant vested funding target	2018-01-31	1,694,236
Number of active participants	2018-01-31	8
Total funding liabilities for active participants	2018-01-31	1,694,236
Total participant count	2018-01-31	8
Total funding target for all participants	2018-01-31	1,694,236
Balance at beginning of prior year after applicable adjustments	2018-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-01-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-01-31	0
Prefunding balanced used to offset prior years funding requirement	2018-01-31	0
Amount remaining of carryover balance	2018-01-31	0
Amount remaining of prefunding balance	2018-01-31	0
Present value of excess contributions	2018-01-31	108,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-01-31	114,676
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-01-31	0
Reductions in caryover balances due to elections or deemed elections	2018-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-01-31	0
Balance of carryovers at beginning of current year	2018-01-31	0
Balance of prefunding at beginning of current year	2018-01-31	0
Total employer contributions	2018-01-31	187,000
Total employee contributions	2018-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-01-31	170,289
Unpaid minimum required contributions for all prior years	2018-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-01-31	0
Remaining amount of unpaid minimum required contributions	2018-01-31	0
Minimum required contributions for current year target normal cost	2018-01-31	33,174
Net shortfall amortization installment of oustanding balance	2018-01-31	476,673
Total funding amount beforereflecting carryover/prefunding balances	2018-01-31	111,449
Additional cash requirement	2018-01-31	111,449
Contributions allocatedtoward minimum required contributions for current year	2018-01-31	170,289
Unpaid minimum required contributions for current year	2018-01-31	0
Unpaid minimum required contributions for all years	2018-01-31	0
2017: NORTH, BERMAN & BEEBE, LIMITED CASH BALANCE PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-01-31	1,145,163
Acturial value of plan assets	2017-01-31	1,145,163
Funding target for retired participants and beneficiaries receiving payment	2017-01-31	0
Number of terminated vested participants	2017-01-31	2
Fundng target for terminated vested participants	2017-01-31	0
Active participant vested funding target	2017-01-31	1,124,510
Number of active participants	2017-01-31	9
Total funding liabilities for active participants	2017-01-31	1,124,510
Total participant count	2017-01-31	11
Total funding target for all participants	2017-01-31	1,124,510
Balance at beginning of prior year after applicable adjustments	2017-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-01-31	0
Amount remaining of carryover balance	2017-01-31	0
Amount remaining of prefunding balance	2017-01-31	0
Present value of excess contributions	2017-01-31	225,297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-01-31	239,468
Balance of carryovers at beginning of current year	2017-01-31	0
Balance of prefunding at beginning of current year	2017-01-31	0
Total employer contributions	2017-01-31	120,000
Total employee contributions	2017-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-01-31	108,124
Unpaid minimum required contributions for all prior years	2017-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-01-31	0
Remaining amount of unpaid minimum required contributions	2017-01-31	0
Minimum required contributions for current year target normal cost	2017-01-31	0
Net shortfall amortization installment of oustanding balance	2017-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-01-31	0
Additional cash requirement	2017-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-01-31	108,124
Unpaid minimum required contributions for current year	2017-01-31	0
Unpaid minimum required contributions for all years	2017-01-31	0

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NORTH, BERMAN AND BEEBE, LIMITED
Employer identification number (EIN):	522035844
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services